Commercial Support Specialist-sales -henfp jobs at Bank Of America in United States, New York
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44 jobs found
24.06.2024
BOA
Bank Of America Commercial Support Specialist-Sales -HENFP United States, New York, New York
Coordinates sales process activities including developing contact strategies, planning for client meetings, creating presentation materials, tracking action plans, and working with solutions partners. Leverages analytics and sales tools to gather...
Coordinates sales process activities including developing contact strategies, planning for client meetings, creating presentation materials, tracking action plans, and working with solutions partners. Leverages analytics and sales tools to gather...
Providing Financial Advisors with a high level of service and technical expertise on Market Linked Investments (MLI) and how they can be incorporated into client portfolios where appropriate. Successful candidate...
Supports the analysis of market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews. Collaborates with Market Executives, Relationship Managers, and various team members across...
Provide centralized support for field based Workplace Benefits Specialists throughout the full cycle of the sales process including business identification and development, client engagement, and servicing/deepening of client relationships. Facilitate...
Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools. Monitors, analyzes, and reviews the current market environment and research portfolio recommendations. Monitors and...
Advises and directs the development and maintenance of financial crimes owned policies and standards, and reviews relevant Front-Line Units/Control Functions-owned policies and standards to ensure that regulatory requirements and operational...
Coordinates sales process activities including developing contact strategies, planning for client meetings, creating presentation materials, tracking action plans, and working with solutions partners. Leverages analytics and sales tools to gather...
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